RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RESIDENTS ASSOCIATION OF CARLSBAD BY THE SEA INC (EIN 27-3637559)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-17
- IRS object ID
- 202421699349301397
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-17T19:25:59-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831653274 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Candice Gerlach CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2888 Loker Ave East Ste 219 | AddressLine1Txt |
| City | Carlsbad | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273637559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESIDENTS ASSOC OF CARLSBAD BY THE SEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RESI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2855 CARLSBAD BLVD | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY NESBITT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7604352532 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | NESBITT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDICE GERLACH CPA | PreparerPersonNm |
| PTIN | P01250900 | PTIN |
| Phone | 7602085885 | PhoneNum |
| Preparation | 2024-06-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERRY ANDERSON | PrincipalOfficerNm |
| Gross Receipts | $262,301 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $215,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $260,620 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,681 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $215,384 | PYTotalRevenueAmt |
| CY Total Revenue | $262,301 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $194,146 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $228,681 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,440 | PYOtherExpensesAmt |
| CY Other Expenses | $24,803 | CYOtherExpensesAmt |
| PY Total Expenses | $213,586 | PYTotalExpensesAmt |
| CY Total Expenses | $253,484 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,798 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,817 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $199,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $208,435 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $665 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $198,953 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $207,770 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $211,690 | ExpenseAmt |
| Grant | $211,690 | GrantAmt |
| Desc | EMPLOYEE APPRECIATION: PROVIDED RECOGNITION AND HOLIDAY GIFTS TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY TO ACKNOWLEDGE AND REWARD EXCELLENT SERVICE TO ELDERLY RESIDENTS. 138 CARLSBAD BY THE SEA EMPLOYEES WERE RECOGNIZED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,201 | ExpenseAmt |
| Grant | $2,635 | GrantAmt |
| Desc | RESIDENT SERVICES: PROVIDED ACTIVITIES, HOSPITALITY, ARTS & CRAFTS, LIBRARY MATERIALS, AND TECHNOLOGY SUPPORT TO RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY, MANY OF WHOM HAVE COGNITIVE AND/OR PHYSICAL CHALLENGES. MADE GRANTS TO FOUR LOCAL CHARITABLE ORGANIZATIONS THAT PROVIDED SOME SERVICE OR VISITATION FOR RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,356 | ExpenseAmt |
| Grant | $14,356 | GrantAmt |
| Desc | EMPLOYEE SCHOLARSHIPS: PROVIDED EDUCATIONAL SCHOLARSHIP ASSISTANCE TO EMPLOYEES SERVING RESIDENTS OF CARLSBAD BY THE SEA RETIRMEMENT COMMUNITY TO ADVANCE THEIR KNOWLEDGE, BOTH GENERALLY AS WELL AS SPECIFIC TO ELDERCARE. SCHOLARSHIP GRANTS WERE AWARDED TO NINE CARLSBAD BY THE SEA EMPLOYEES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $246,247 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE VAUGHN | PersonNm |
| Phone | 7604352532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2855 CARLSBAD BLVD | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ARTHUR LIGGINS | |||||||
| DIRECTOR AT LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ED KOCH | |||||||
| DIRECTOR AT LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK WENTLAND | |||||||
| DIRECTOR AT LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEN VOERTMAN | |||||||
| DIRECTOR AT LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA CLARK | |||||||
| DIRECTOR AT LARGE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA HAYNES | |||||||
| VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GERRY ANDERSON | |||||||
| PRESIDENT | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE KRETZMANN | |||||||
| TREASURER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE VAUGHN | |||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $260,620 | AllOtherContributionsAmt |
| Noncash Contributions | $27,422 | NoncashContributionsAmt |
| Total Contributions | $260,620 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,681 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,681 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,635 | TotalAmt |
| Program Services | $2,635 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,046 | TotalAmt |
| Program Services | $226,046 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,529 | TotalAmt |
| Management And General | $3,529 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180 | TotalAmt |
| Management And General | $180 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,253 | TotalAmt |
| Management And General | $3,253 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BOARD FEES | $75 | $75 | |
| OTHER PROGRAM EXPENSES | $17,566 | $17,566 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,484 | TotalAmt |
| Program Services | $246,247 | ProgramServicesAmt |
| Management And General | $7,237 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,601 | BOYAmt |
| EOY | $132,615 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,949 | BOYAmt |
| EOY | $75,820 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,550 | BOYAmt |
| EOY | $208,435 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597 | BOYAmt |
| EOY | $665 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597 | BOYAmt |
| EOY | $665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,092 | BOYAmt |
| EOY | $143,365 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,861 | BOYAmt |
| EOY | $64,405 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,953 | BOYAmt |
| EOY | $207,770 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,550 | BOYAmt |
| EOY | $208,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,817 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,198 | CurrentTaxYearAmt |
| Total | $936,210 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,814 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,422 | CurrentTaxYearAmt |
| Total | $143,245 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $184,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,620 | CurrentTaxYearAmt |
| Total | $1,079,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,079,455 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,681 | CurrentTaxYearAmt |
| Total | $3,130 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,681 | CurrentTaxYearAmt |
| Total | $3,130 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $912 | CurrentTaxYearMinus3YearsAmt |
| Total | $912 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,301 | CurrentTaxYearAmt |
| Total | $1,083,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99770 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 10 Facts and Circumstances Test Part II line 17a or 17b | FormAndLineReferenceDesc |
| Explanation | NET RECEIPT FOR A GIFT OF A DONATED VEHICLE | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EMPLOYEE APPRECIATION GIFTS & TIPS | 138 | $211,690 |
| EMPLOYEE SCHOLARSHIPS | 9 | $14,356 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Information for Schedule I | FormAndLineReferenceDesc |
| Explanation | WITH SUPPORT FROM THE CARLSBAD BY THE SEA HUMAN RESOURCES DIRECTOR, THE TREASURER AND PRESIDENT ARE JOINTLY RESPONSIBLE FOR ALLOCATING CASH GIFTS/TIPS AMONG EMPLOYEES PURSUANT TO A FORMULA. THE FORMULA IS GENERALLY BASED ON THE NUMBER OF HOURS WORKED DURING THE PAST TWELVE MONTHS. THUS FULL-TIME EMPLOYEES RECEIVE A PROPORTIONALLY LARGER SHARE THAN PART-TIME OR NEWLY HIRED EMPLOYEES. AFTER THE DISTRIBUTION FORMULA HAS BEEN APPLIED, HR PREPARES AN ELECTRONIC FILE LISTING OF AMOUNTS TO BE GIVEN TO EACH EMPLOYEE. THE CORPORATE PAYROLL DEPARTMENT PROCESSESS ALL PAYMENTS AND WITHHOLDS APPROPRIATE TAXES. SCHOLARSHIP GRANTS TO ELIGIBLE EMPLOYEES REIMBURSE THE INDIVIDUAL UP TO $3,000 PER YEAR FOR DOCUMENTED TUITION FEES AND OTHER QUALIFIED EDUCATIONAL EXPENSES. TO BE ELIGIBLE FOR SUCH A GRANT, EMPLOYEES MUST HAVE WORKED AT CARLSBAD BY THE SEA FOR AT LEAST SIX MONTHS, BE REGISTERED AT AN ACCREDITED COLLEGE, UNIVERSITY, PROFESSIONAL, VOCATIONAL, OR TECHNICAL SCHOOL, AND HAVE A CUMULATIVE GPA OF 2.0. A SCHOLARSHIP COMMITTEE IS DELEGATED RESPONSIBILITY FOR ESTABLISHING SCHOLARSHIP CRITERIA, REVIEWING GRANT APPLICATIONS, AND RECOMMENDING APPROVAL. THE BOARD OF DIRECTORS FORMALLY APPROVES EACH GRANT RECOMMENDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $27,422 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | GARAGE SALE RECEIPTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | THE TREASURER GATHERS AND PREPARES INPUT FOR AN OUTSIDE CPA, AND REVIEWS THE DRAFT FORM 990 FOR ACCURACY AND COMPLETENESS. THE ORGANIZATIONS FINANCE COMMITTEE ALSO REVIEWS THE DRAFT PRIOR TO FILING. AFTER SUBMISSION, THE COMPLETED RETURN IS POSTED ON THE ORGANIZATIONS INTERNAL WEBSITE. |
| Conflict of interest policy compliance Part VI line 12c | THE SECRETARY COLLECTS STATEMENTS ANNUALLY FROM EACH OFFICER AND DIRECTOR, DESCRIBING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A POTENTIAL CONFLICT OF INTEREST. ANY SUCH REPORTED POTENTIAL CONFLICTS ARE DISCUSSED AND VOTED UPON BY THE BOARD. |
| Governing documents etc available to public Part VI line 19 | ALL GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY, ARE COLLECTED IN A BINDER THAT IS AVAILABLE TO ALL RESIDENTS OF CARLSBAD BY THE SEA RETIREMENT COMMUNITY. BYLAWS AND FINANCIAL STATEMENTS ARE ALSO POSTED TO THE ORGANIZATIONS INTERNAL WEBSITE. ALL ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |